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Employee Daniel Brady
Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
Dan Brady is a relationship manager in CIBC Private Wealth’s Boston office, with 9 years of industry experience. In this role, he develops and implements wealth management solutions for high net worth families, foundations and endowments. Dan works closely with clients and their advisors to create and implement tailored wealth management solutions to meet his clients’ financial and estate-planning goals.
Prior to joining the firm, Dan was the vice president of sales at Trendrating SA, where he assisted investment professionals design and implement factor-based equity models.
Dan earned a Bachelor of Science in finance from Bentley University and holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. He is also a member of the CFA Society of Boston.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S
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